Account Move Line Cumulated Balance
This module adds a dedicated journal items list to use Odoo's native cumulated balance.
The value is computed by account.move.line from the current list domain and sort order, so it behaves like a running balance for the records displayed in the view.
To avoid expensive accidental computations, the dedicated action only computes the cumulated balance when the list is grouped or filtered by account.
When the list has a lower date filter, the cumulated balance includes the initial balance before that date for each account, while keeping the visible lines restricted to the selected period.
If the list is grouped by additional stored fields, such as partner, the visible cumulated balance and the initial balance are computed independently for each group.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Adds a running (cumulated) balance column to journal items, with a dedicated menu entry, list, pivot and graph views. It shows the balance accumulated up to each line, including the opening balance before the selected period.
This module gives accountants a new way to review journal items with a running balance, similar to a bank statement.
- A new menu item "Journal Items Cumulated Balance" appears under Accounting > Accounting > Journal Items (visible to users with read access to accounting).
- The list shows a new read-only column "Cumulated Balance" next to the normal Balance column. It is the sum of the balances of the lines up to and including the current line, following the list's sort order.
- The same figure is available in a pivot view (grouped by account) and in a graph view over dates.
- A filter "Cumulated Balance != 0" lets you hide lines whose running balance is zero.
- The running balance is only computed when the list is grouped or filtered by account, to avoid heavy calculations. When a start date filter is used, the opening balance before that date is added for each account, so the running total is correct even though only the period's lines are displayed.
- If the list is grouped by other stored fields such as partner, the running balance and the opening balance are calculated separately for each group.
- The module only extends
account.move.line; it does not change how entries are posted or balanced.
Depends on
Menus it adds
Models and fields (1)
- account.move.line · extends an existing modelcumulated_balance
Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 3 confirmed, 6 with no information of 9 versions.
Sources · Odoo 17.0
Confirmed on 2026-11-03 in branch 17.0 of OCA/account-financial-reporting.
terminal Installation and usage
OCA documentation · Odoo 18.0Usage
Source · Odoo 18.0To use this module:
- Go to Accounting > Accounting > Journal Items Cumulated Balance.
- Keep the default Account grouping or filter the list by an account.
- Sort the lines as needed; the value follows the active order and domain.
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.